Joshua Keller

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York.

Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients.

Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies.

The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA.

Deutsche Bank AG provides financial and banking services. It also offers commercial and investment banking services. The company is headquartered in New York, NY.

Integra Realty Resources, Inc. provides commercial real estate valuation, appraisal, and counseling services. It offers valuation services for capital market transactions, financial reporting, open space preservation, equitable distribution, private and corporate estate filing, securities and exchange compliance, pipeline and business disputes, private and investment equity buy-sell decisions, asset management and fund performance tracking, dispute resolution, appraisal reviews and portfolio-level analytics, government mark-to-market accounting, and forensic valuation studies. The company was founded in July 1999 and is headquartered in Denver, CO.

eMindful, Inc. provides evidence-based behavioral change programs online. It offers online courses in the areas of stress reduction, weight loss and management, diabetes, pain management, mental health, cancer, heart disease, and relapse. The company offers its services through licensed health professionals, includes physicians and psychotherapists to employers, healthcare providers, and individuals, as well as insurers, third-party administrators, and brokers. The company was founded by Kelley McCabe in 2007 and is headquartered in Vero Beach, FL.

Next Energy Technologies, Inc. specializes in sustainable technology for buildings. Next Energy Technologies is based in Santa Barbara, CA. The company's focus is on creating beautiful windows that can power buildings and contribute to a net-zero energy output. The company was founded by Daniel Emmett, Corey Hoven, and Arnold Tamayo and is currently led by CEO Brenton Taylor.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP).

NuSil Technology LLC manufactures silicone compounds for healthcare, aerospace, electronics, photonics and other applications. The firm offers engineering products, such as adhesives and sealants, conformal coatings, electrically conductive materials, fluids and greases, foams, gels, glob top, molding materials, optically clear materials, potting and encapsulating, primers and silicone resins. It provides healthcare products, including adhesives, fluids and greases, gels and high-consistency elastomers. The company was founded by Richard Allen Compton in 1979 and is headquartered in Carpinteria, CA.

Fort Point Insurance Services, Inc. provides insurance products and services to affluent individuals and families. It offers both personal property and casualty insurance products and services that designed to mitigate risk for clients and client advisors. The company was founded by Daniel Glunt in 2003 and is headquartered in San Francisco, CA.

Sandhill Capital Partners LLC, do-business-as Sandhill Investment Management (Sandhill), is an independent, SEC-registered investment advisor headquartered in Buffalo, New York. The firm was founded by Edwin (Tim) Johnston III in 2002. Sandhill creates customized solutions for individuals, families, corporations, and foundations.

Versant Diagnostics is a company founded in 2021 by Ven Aduana, Jim Billington, and Brian Carr. The company is based in Oak Brook, IL and has subsidiaries in the United States. Versant Diagnostics is focused on anatomic pathology, precision medicine, and the digital transformation of the industry. The company combines technological advancements in healthcare with the most skilled and diverse set of subspecialty pathologists to provide superior service for hospitals and physician practices. Versant Diagnostics aims to become the nation's largest independent physician services platform focused on anatomic pathology by consolidating the most advanced technology with the most skilled pathologists across a diverse set of specialties to provide superior, one-stop service to hospitals and independent practices. Jim Billington has been the CEO since incorporation.

Iron Path Capital LP (Iron Path Capital) is a private equity firm founded in 2021 by Rob W. Reistetter and Scott Mraz. The firm is headquartered in Nashville, Tennessee.

Emergence Health Holdings provides urgent healthcare services. The private company is based in Concord, NH.

Gelest Intermediate Holdings, Inc. manufactures and provides silane. The company is headquartered in New York, NY.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

Goldman Sachs & Co. LLC (Private Banking) is the private banking division of Goldman Sachs & Co. LLC (GS&Co.), itself owned by The Goldman Sachs Group, Inc. (NYSE: GS), a bank and financial holding company headquartered in New York City. GS&Co.'s Private Wealth Management (PWM) group primarily provides advisory services to high-net worth individuals and institutional clients.

Shore Capital Partners LLC (Shore Capital Partners) is a private equity firm founded in 2009 by Justin Ishbia. The firm is headquartered in Chicago, Illinois.

Roaming Hunger LLC is a platform that connects over 20,000 food trucks, trailers, carts, pop-ups, and caterers with catering, concessions, and event opportunities in their local communities. The company was founded in 2009 by Ross Resnick and is based in Los Angeles, CA. Roaming Hunger is the go-to source for finding and booking food trucks for corporate catering, big events, and branded promotions.